Broker Check

118 Fourth Street Clarksville, VA 



We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

Kristine has more than 13 years of investment industry experience.

Read more

Rachel J. West

Chief Marketing Officer

(434) 374-2928

(434) 374-0125

Rachel was raised in Clarksville, graduated from Longwood College (now Longwood University) and worked as a Recreational Therapist in Roanoke for 7 years. She moved to NC to take on the role of Director of Recreational Therapy at...

Read more